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Global X Lithium & Battery Tech ETF
LIT

Overview Fund Activity

420 hedge funds and large institutions have $688M invested in Global X Lithium & Battery Tech ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
104
Reduced
130
Closed
38
Calls
$40.3M
Puts
$22.8M
Net Calls
+$17.6M
Net Calls Change
+$2.52M

Top Buyers

1
BCM
BlueCrest Capital Management
Jersey
$13.4M
2
Cerity Partners
Cerity Partners
New York
$3.68M
3
PE
Point72 Europe
United Kingdom
$2.56M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.5M
5
TC
Trilogy Capital
California
$2.37M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$32.9M
2
UBS Group
UBS Group
Switzerland
$25.5M
3
CI
Cavalier Investments
Georgia
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.28M
5
MCC
Money Concepts Capital
Florida
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
401
Fiduciary Alliance
South Carolina
$2.33K +$2.33K +36 New
OLVIG
402
Oliver Lagore Vanvalin Investment Group
Michigan
$2.28K +$1.63K +25 +250%
BC
403
Belmont Capital
California
$2.15K – – –
JMF
404
Johnson Midwest Financial
Iowa
$2.02K -$2.28K -35 -53%
BAM
405
Byrne Asset Management
New Jersey
$2K – – –
BFEC
406
Benjamin F. Edwards & Company
Missouri
$2K – – –
CA
407
Centerpoint Advisors
Massachusetts
$2K – – –
MFA
408
McClarren Financial Advisors
Pennsylvania
$2K – – –
SF
409
Safeguard Financial
Wisconsin
$2K +$2K +40 New
CA
410
Clearstead Advisors
Ohio
$1.97K -$80.9K -1,229 -98%
AFG
411
Albion Financial Group
Utah
$1.69K – – –
GI
412
GS Investments
Minnesota
$1.69K – – –
BWM
413
BerganKDV Wealth Management
Minnesota
$1.68K – – –
EWM
414
Evermay Wealth Management
Virginia
$1.5K – – –
NL
415
NVWM LLC
Pennsylvania
$1.11K – – –
WAS
416
Winch Advisory Services
Wisconsin
$1K – – –
SWA
417
SOA Wealth Advisors
New York
$657 +$329 +5 +100%
FCA
418
FinTrust Capital Advisors
South Carolina
$469 – – –
PO
419
Private Ocean
California
$325 +$325 +5 New
WT
420
Whittier Trust
California
$130 – – –
S
421
SignatureFD
Georgia
$26 -$26 – –
CI
422
Cavalier Investments
Georgia
– -$4.88M -76,800 Closed
NA
423
Nottingham Advisors
New York
– -$2.16M -33,932 Closed
BAM
424
Belpointe Asset Management
Nevada
– -$1.96M -30,869 Closed
PFG
425
Prosperity Financial Group
California
– -$1.77M -27,787 Closed
15 16
17
18 19